GX INDIA TOP 10

India Plans to Triple Export by 2035

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Commerce Minister Piyush Goyal emphasized the need for Indian industries to leverage free trade agreements (FTAs) to boost exports, warning against a rise in imports. With the FTA with Oman set to launch on June 1, Goyal urged exporters to engage proactively. He noted that imports have outpaced exports in past agreements, particularly with the UAE. Goyal called for increased exports in value-added products and acknowledged the necessity of certain imports for economic growth, urging industries to adapt to global challenges as opportunities.

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FTAs must drive exports, not just imports: Commerce Minister Piyush Goyal

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The Securities and Exchange Board of India (Sebi) has announced relaxed PAN allotment requirements for foreign portfolio investors (FPIs) to ease compliance amid significant overseas equity outflows, totaling over Rs 2.1 trillion this year. The changes provide FPIs with more flexibility in submitting necessary details when applying for PAN through the Common Application Form (CAF), aiming to facilitate easier onboarding for foreign investors.

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Sebi eases FPI compliance norms amid continued overseas equity outflows

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India's economic growth forecast for FY26 has been downgraded to 6.4% by the UN's ESCAP, citing rising external risks. The report highlights geopolitical tensions, particularly in West Asia, which may lead to higher commodity prices and inflation. Projected inflation for India in 2026 is now 4.4%, up from 4%. The report warns of potential job losses and weakened business confidence due to global shocks. It recommends strengthening domestic demand and productivity, while also emphasizing the importance of social protection for vulnerable groups.

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UN cuts India's FY26 growth forecast to 6.4%, flags external risks

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The Centre has approved the procurement of 20 lakh tonnes of potatoes in Uttar Pradesh at ₹6,500.90 per tonne, costing ₹203.15 crore, to protect farmers from distress sales. Additionally, the procurement limit for gram in Andhra Pradesh has been raised to 1.13 lakh tonnes, and the procurement window for tur in Karnataka has been extended to May 15. These measures aim to ensure farmers receive fair prices and avoid distress sales during peak harvest periods.

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Centre okays UP potato procurement at ₹6,500/ton; raises gram limit in AP

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In a recent webinar, brokerage firm Prabhudas Lilladher (PL Capital) advised investors to remain cautious yet opportunistic amid global tensions affecting markets. Experts highlighted the importance of focusing on structural themes and high-conviction investments, particularly in sectors like logistics, ethanol, and healthcare. They noted that while India has shown resilience, rising crude prices could impact inflation and growth expectations. The market is currently range-bound, requiring precision in investment strategies, with a dual focus on defensive sectors and cyclical recovery plays. Overall, the message emphasizes quality over quantity and selective sector engagement.

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Where should you invest in 2026? Experts at PL Capital decode the best bets

INDY

India's 10-year government bond yield fell 6 basis points to 6.88%

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Indian shares are experiencing a significant rally, led by financial stocks, and are on track for their best week in over five years. This surge is attributed to investor optimism stemming from a fragile ceasefire between the U.S. and Iran, despite ongoing tensions in the region.

Indian shares on track for best week in five years on fragile Mideast truce

The Asian Development Bank (ADB) has raised India's GDP growth forecast for FY2026-27 to 7.3%, up from 6.5%, citing strong domestic reforms and new trade agreements with the EU. The report highlights robust private consumption and public infrastructure spending, despite risks from geopolitical tensions and rising energy prices. For FY2025-26, growth is estimated at 6.9%. Inflation is projected to rise to 4.5% in FY26 before easing to 4.0% in FY27, influenced by government salary hikes and external pressures. The current account deficit is expected to widen modestly in FY26 but narrow in FY27 as oil prices stabilize.

ADB lifts India FY27 growth forecast to 7.3% on reforms, trade deals

GX INDIA TOP 10(03184.HK)

FTAs must drive exports, not just imports: Commerce Minister Piyush Goyal

Sebi eases FPI compliance norms amid continued overseas equity outflows

UN cuts India's FY26 growth forecast to 6.4%, flags external risks

Centre okays UP potato procurement at ₹6,500/ton; raises gram limit in AP

Where should you invest in 2026? Experts at PL Capital decode the best bets